AE Wealth Management
PBD icon

AE Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

AE Wealth Management’s Portfolio PBD Stock Details PBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4
Closed -$72 – 2747
2026
Q1 		$72 Hold
4
– – ﹤0.01% 2574
2025
Q4 		$64 Sell
4
-4,389
-100% -$71.2K ﹤0.01% 2439
2025
Q3 		$66.2K Buy
4,393
+4,386
+62,657% +$61.2K ﹤0.01% 1660
2025
Q2 		$88 Hold
7
– – ﹤0.01% 2137
2025
Q1 		$74 Hold
7
– – ﹤0.01% 2137
2024
Q4 		$81 Buy
+7
New +$88 ﹤0.01% 2115

Other funds holding PBD

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management's PBD Position: Q2 2026 in Review

AE Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2026, closing a stake of 4 shares — an estimated $72 sold.

AE Wealth Management first reported a position in PBD in Q4 2024 and held it in 6 quarters. The position peaked at $66.2K in Q3 2025. 77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • AE Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 4 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $72.
  • AE Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q4 2024 and held it in 6 quarters.
  • AE Wealth Management's Invesco Global Clean Energy ETF position peaked at $66.2K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.